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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1501
Choate Investment Advisors
Massachusetts
$379K +$76K +808 +25%
ITFISA
1502
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$376K +$376K +4,000 New
VC
1503
Vestor Capital
Illinois
$376K -$1.79K -19 -0.5%
BWP
1504
BSW Wealth Partners
Colorado
$373K – – –
SEC
1505
Seven Eight Capital
New York
$372K +$372K +3,951 New
CA
1506
Carson Advisory
Georgia
$372K +$2.92K +31 +0.8%
TF
1507
Trek Financial
Arizona
$371K +$16.1K +171 +5%
CCB
1508
Cutter & Co Brokerage
Missouri
$371K -$188 -2 -0.1%
NAG
1509
Northstar Advisory Group
New Jersey
$371K +$753 +8 +0.2%
WCF
1510
West Coast Financial
California
$370K +$370K +3,930 New
CFS
1511
CRA Financial Services
New Jersey
$369K -$3.39K -36 -0.9%
QWP
1512
Quotient Wealth Partners
Texas
$369K +$369K +3,917 New
ZIG
1513
Zullo Investment Group
Pennsylvania
$368K +$3.11K +33 +0.9%
CAMG
1514
CWA Asset Management Group
Florida
$368K +$16.7K +178 +5%
PWMAG
1515
Pinnacle Wealth Management Advisory Group
New Jersey
$367K -$96.2K -1,022 -21%
NPFS
1516
Novak & Powell Financial Services
Florida
$367K +$367K +3,899 New
UF
1517
Univest Financial
Pennsylvania
$366K – – –
BCFD
1518
Boit C.F. David
$365K – – –
EDRH
1519
Edmond de Rothschild Holding
Switzerland
$362K – – –
ACI
1520
Alpha Cubed Investments
California
$362K +$19.3K +205 +6%
GCM
1521
Gables Capital Management
Florida
$362K – – –
VCG
1522
Vantage Consulting Group
Virginia
$362K -$9.22K -98 -2%
RIM
1523
Rakuten Investment Management
Japan
$361K +$361K +3,838 New
PB
1524
Pinnacle Bancorp
Nebraska
$359K +$4.05K +43 +1%
HIC
1525
Holderness Investments Company
North Carolina
$359K +$1.22K +13 +0.3%
59 60
61
62 63